Kevin Delaney ADFS (FP), JP
Call 0410 502734
Welcome to Plutus Financial
Check your financial life stage for more details on what you can consider and the services we can provide to you
In Your 20's
Typical profile:
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- Non-homeowner
- No life or income protection insurance
- Job & career established
- Little superannuation accumulated as yet
- Live day to day with no forward planning
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In Your 30's
Typical profile:
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- Home mortgage
- May have an investment property or small value portfolio
- Have young family
- Partner part time or not working
- Little or no life and income protection insurance
- Career established
- Little or no savings
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In Your 40's
Typical profile:
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- Home mortgage manageable, have built up some equity
- Job or career well established
- Partner working
- Costs of family high
- Have life and income protection insurance
- Have an investment property or share portfolio
- Able to but not contributing additional to Super
- Have some spare cash flow monthly
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In Your 50's
Typical profile:
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- Mortgage paid off or very manageable, sizable equity built up
- An investment property or minimal portfolio
- Concerned about health
- Old insurances
- Children self funding
- Able to contribute additional funds to Super
- Concerned about not having the funds to retire
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In Your 60's
Typical profile:
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- Realise the need to continue working due to insufficient super and/or non-home assets
- Contributing as much as possible to Super
- Retire mid sixties
- Claim part pension
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